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In this post I'll show you how to build a custom workflow activity in Visual Studio that can update managed metadata field values in a SharePoint 2013 list or library. This is the final part of a three-part series on working with managed metadata fields in workflows:Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows. In this post, I introduce the scenario, explain why you can't use built-in list actions to work with managed metadata fields, and provide a conceptual overview of the custom workflow activities approach.Custom Workflow Activity for Getting Managed Metadata Field Values. In this post, I'll walk you through how to build a custom workflow activity in Visual Studio that gets managed metadata field values from a list item.Custom Workflow Activity for Setting Managed Metadata Field Values (this post). In this post, I'll walk you through how to build a workflow activity that sets managed metadata field values on a list item.
I've said it…

In this post I'll show you how to build a custom workflow activity in Visual Studio that gets managed metadata field values from a SharePoint 2013 list or library. You can use the workflow activity in any SharePoint Designer list workflows, including on Office 365 sites - custom workflow activities in SharePoint 2013 are entirely declarative, so deploying to SharePoint Online is not a problem.

This is the second of a three-part series on working with managed metadata fields in workflows:Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows. In this post, I'll explain the concepts behind my approach and explain why you can't use built-in list actions to work with managed metadata fields.Custom Workflow Activity for Getting Managed Metadata Field Values (this post). In this post, I'll walk you through how to build a custom workflow activity in Visual Studio that gets managed metadata field values from a list item.Custom Workflow Activity for Setting Ma…

In many workflow scenarios, you'll want to get a field value from a list item in one list and apply that value to a list item on another list. With most field types, you can do this easily using workflow variables and built-in list actions in SharePoint Designer 2013. However, it's widely acknowledged that working with managed metadata fields in SharePoint workflows is a bit of a nightmare. To get around the problem, I built some custom workflow activities to get and set managed metadata fields in SharePoint Designer workflows.

This is the first of a three-part series on working with managed metadata fields in workflows:

Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows (this post). In this post, I explain why you can't use built-in list actions to work with managed metadata fields, and walk through how to approach the problem.Custom Workflow Activity for Getting Managed Metadata Field Values. In this post, I'll walk you through how to build a cus…